Teams at Planful

Drive new business through outbound outreach and account-based campaigns for mid-market companies. Qualify and set meetings, research and map accounts, engage senior executives, use Salesforce/LinkedIn/SalesLoft, and report on sales activity and pipeline metrics.

Execute outbound prospecting, qualify leads by phone, gather finance-user requirements, collaborate with AEs, maintain Salesforce, and hit quarterly quota for SaaS FP&A solutions.

Manage a portfolio of clients to drive value realization, onboarding success, and renewals. Act as trusted advisor, provide consultative guidance on financial planning processes, leverage data and CSM tools (Gainsight, SFDC) to identify risks/opportunities, collaborate cross-functionally, support escalations, and build scalable, repeatable success processes.